IMURX Mutual Fund

NAV$9.03

Returns Overview

1 Month
-1.63%
3 Months
+0.49%
6 Months
-5.78%
YTD
+0.59%
1 Year
+0.66%
3 Years (annualized)
+1.07%
5 Years (annualized)
+7.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IMURX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI (Net)
This Mutual Fund (YTD)
+0.59%
Peer Avg (YTD)
+0.47%
vs Peers
+0.13%

IMURX Mutual Fund Performance

IMURX performance across multiple time periods: 1-month -1.63%, YTD 0.59%, 1-year 0.66%, 3-year 1.07%, 5-year 7.63%.

IMURX returns outperform the peer average of 0.47% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

IMURX performance comparison shows side-by-side returns with another fund. IMURX alternatives are available in the Mutual Fund Screener.